Trusted Tax Strategy Reviews for Practitioners

About Tax Firm Advisory Support

Your Partner in Technical Excellence and Strategy

In the fast-paced world of tax law and compliance, even the most seasoned practitioners occasionally need a second set of eyes. Tax Firm Advisory Support was founded on a simple realization: many firms have the talent, but they lack a dedicated partner to help them navigate high-level strategy and complex technical reviews. Our solutions are provided by a licensed CPA in California with national and prestigious mid-size public accounting firm experience.

We aren't here to replace your team—we’re here to fortify it.

The Vision

The idea for this practice area was born from seeing fellow practitioners faced inevitably get pushed outside of their comfort zone — not due to a lack of skill, but due to a lack of time and a peer-level sounding board. Whether you are a solo practitioner dealing with a loyal clients' change in complexity or a small firm needing a rigorous technical review, we provide the high-level advisory support necessary to move forward with confidence.

Why Work With Us?

When you partner with Tax Firm Advisory Support, you are getting the expertise of a Licensed CPA with a proven track record in the most demanding environments of the industry.

National Firm Experience: Insights gained from working at the highest level of public accounting, tackling enterprise-level complexity.
Mid-Size Perspective: We understand the agility and personal touch required in mid-sized firms and the unique challenges their clients face.
A Strategy-First Approach: We don't just look at the numbers; we look at the "why" and the "what next," ensuring your clients receive the most sophisticated tax positioning possible.

Projects

Helping tax pros refine strategies with expert reviews.

Strategy Review

Go beyond tax preparation with your clients. Schedule an in-depth analysis to review client structures, tax positions, and opportunities so you can enhance your trusted advisor role in the next conversation. Here are a few examples of how we can help:

HR1 Situational Review - We review your selected client returns and circumstances and provide summary of the provisions most likely to impact them and opportunities for tax planning.

PTET Optimization - Limited SALT deductions for individuals are here to stay. Are you sure you are doing everything you can for your small business clients? We can provide a review of potential tax savings if PTET elections are made and summary of how to navigate the state rules. These elections are time sensitive in states like California and New York, so let's chat now.

QBI Optimization - Now a permanent provision, let's be sure you have properly identified the finer points of the QBI deduction, such as SSTB classifications and UBIA identification. Then, we can look at wage optimization, aggregation opportunities, and more!

Stock Compensation Planning - Are you sure your reporting and files are tracking the right information for your clients who receive stock compensation? We can help structure your basis records, time option exercise plans, and navigate AMT adjustments.